The RIA database

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

12081. 12081
       Strategic Wealth Advisors Group, Inc.Utica, MI · 544 clientsWealth manager
       Schwab 100%
       +00% 1 yr$207M
12082. 12082
       Stillwater Wealth Management Group LLCJuno Beach, FL · 257 clientsWealth manager
       Schwab 100%
       +00% 1 yr$207M
12083. 12083
       Foliobeyond, LLC26 clientsAsset managerHybrid
       Schwab 100%
       +00% 1 yr$207M
12084. 12084
       360 Financial Partners, LLCMount Pleasant, SC · 292 clientsWealth managerHybrid
       Stonex Financial 100%
       +00% 1 yr$207M
12085. 12085
       Kenneth Frenke & CoArden, NC · 245 clientsWealth manager
       Schwab 100%
       +00% 1 yr$207M
12086. 12086
       Masonboro AdvisorsWilmington, NC · 228 clientsWealth manager
       Schwab 55%Fidelity 45%
       +00% 1 yr$206M
12087. 12087
       Comunidad Realty PartnersAustin, TX · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$206M
12088. 12088
       Bauman Wealth AdvisorsLas Vegas, NV · 493 clientsWealth manager
       Schwab 100%
       +00% 1 yr$206M
12089. 12089
       Alexis Investment Partners, LLC70 clientsAsset manager
       Schwab 100%
       +00% 1 yr$206M
12090. 12090
       Cooksen Wealth, LLCThe Woodlands, TX · 46 clientsWealth manager
       Schwab 100%
       +00% 1 yr$206M
12091. 12091
       McKinley Alaska Private Investments, LLCAnchorage, AK · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$206M
12092. 12092
       YieldpointNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$206M
12093. 12093
       ADC Wealth Management, LLCMassapequa, NY · 93 clientsWealth manager
       Interactive Brokers 53%Axos 47%
       +00% 1 yr$206M
12094. 12094
       HFH Planning Inc.122 clientsWealth manager
       Schwab 98%
       +00% 1 yr$206M
12095. 12095
       Parkview Asset Management, Inc.Oakbrook Terrace, IL · 179 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$206M
12096. 12096
       Hardworking Capital Advisors, LLCPalm Desert, CA · 284 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$206M
12097. 12097
       Bauer Wealth Management Inc.Colorado Springs, CO · 162 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$206M
12098. 12098
       Brightpath Wealth Planning, LLCCamarillo, CA · 132 clientsWealth manager
       Schwab 100%
       +00% 1 yr$206M
12099. 12099
       LC Vero ManagerNew York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$206M
12100. 12100
       Wardroom Partners25 clientsBroker-dealer firmHybridKelson Capital LLC
       No custodian reported
       +00% 1 yr$206M
12101. 12101
       Mercer Advisors Private Asset Management, Inc.Denver, CO · 7 clientsPrivate fund adviserAffiliated broker-dealerHeim, Young & Associates, Inc.
       No custodian reported
       +00% 1 yr$206M
12102. 12102
       SRT Group LLCWest Palm Beach, FL · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$206M
12103. 12103
       Western Pacific Wealth Management, LPLake Forest, IL · 33 clientsWealth manager
       Schwab 100%
       +00% 1 yr$206M
12104. 12104
       Manhattan Global Asset Management LLCLas Vegas, NV · 42 clientsWealth manager
       Schwab 100%
       +00% 1 yr$206M
12105. 12105
       The Putney Financial Group LLCSan Rafael, CA · 215 clientsWealth managerHybrid
       Pershing 87%
       +00% 1 yr$205M
12106. 12106
       Rookwood Wealth Management, LLC67 clientsWealth manager
       Schwab 98%
       +00% 1 yr$205M
12107. 12107
       Osbon Capital Management, LLCBoston, MA · 57 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$205M
12108. 12108
       Safebridge LLC88 clientsWealth manager
       No custodian reported
       +00% 1 yr$205M
12109. 12109
       White Rock OIL & GAS Holdings, LLCPlano, TX · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$205M
12110. 12110
       Blue Marble InvestmentsSanta Barbara, CA · 243 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$205M
12111. 12111
       Trident Management LLCNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$205M
12112. 12112
       Enduring Wealth Management, LLCMeridian, ID · 173 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$205M
12113. 12113
       Chesapeake Investment Management LLCMcLean, VA · 395 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$205M
12114. 12114
       021 Investments LLCMiami, FL · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$205M
12115. 12115
       Flavin Financial Services, Inc.Melbourne, FL · 182 clientsWealth manager
       Fidelity 62%Schwab 38%
       +00% 1 yr$205M
12116. 12116
       3rd Creek Investments108 clientsWealth manager
       Schwab 100%
       +00% 1 yr$205M
12117. 12117
       Kirk Capital Advisors LLCVienna, VA · 136 clientsWealth manager
       Schwab 100%
       +00% 1 yr$205M
12118. 12118
       Northavenue LLCColumbus, OH · 138 clientsWealth manager
       Schwab 100%
       +00% 1 yr$205M
12119. 12119
       The Herbst Group, LLC190 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$205M
12120. 12120
       F3 Partners LLCNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$205M